How Do I Use Active Directory with AgilePoint NX?

Prerequisites

• AgilePoint NX OnPremises or AgilePoint NX Private Cloud.
• Active Directory installed in an on premises environment.
• Your AgilePoint Service Account is a member of your Active Directory domain.

  When you install AgilePoint Server, you must specify that your AgilePoint Service Account belongs to an Active Directory domain. To do this, during installation, on the AgilePoint Server Configuration screen, in the Does domain use Active Directory? field, click Yes.

  For more information, refer to Install AgilePoint Server.

  The Service Account has other requirements. For more information, refer to Set Up the AgilePoint Service Account.

Good to Know

• AgilePoint NX only synchronizes Active Directory groups you have defined in the AgilePoint system.

  For more information, refer to ADSyncModule Extension.

• If you synchronize users and groups from Active Directory to AgilePoint NX, it is important to note that the groups that are synchronized are Active Directory permission groups. The permission group concept in AgilePoint NX is similar to a security group in Active Directory. Other types of Active Directory groups, such as distribution list groups, are not synchronized with AgilePoint NX.
• Synchronization is a one-way process where data flows from Active Directory to AgilePoint. Users added to AgilePoint are not synchronized to Active Directory.

  For more information, refer to ADSyncModule Extension.

• To help you track and troubleshoot issues, the Active Directory AgileConnector has exception handling logs, and notifications. For more information, refer to:
  • Exception Handling for Active Directory Synchronization
  • Logs for Active Directory Synchronization
  • Notifications for Active Directory Synchronization

Procedure

1. In the Manage Center, create groups with the same names as the groups you want to synchronize from Active Directory.

   For more information, refer to Add Group screen.

2. In the AgilePoint Server Configuration Utility, enable the ADSync AgileConnector.

   For more information, refer to ADSyncModule Extension.

3. To configure your synchronization settings, click Configure, and configure these tabs on the Active Directory Groups Synchronization screen.

   For more information, refer to ADSyncModule Extension.